AI Discovery Engine: Let the AI Map Your Operation
Follow discovery progress, review findings and understand what Apply Selected adds to your configuration.
AI Discovery Engine reviews call patterns and proposes analysts and automation rules for your business. Open AI → Call Intelligence → Discovery Engine. Reviewing results and applying recommendations are separate steps.
Follow a discovery run
Review the setup and scope shown before starting a new run. The progress indicator uses Setup, Queued, Collecting, Analyzing and Complete. A queued or running analysis is not a finished report.
When the run is complete, choose View Full Results. Read the overview, supporting findings and available recommendations. Check the call sample and context before treating the findings as representative of the whole business.
Review recommended analysts and rules
Open Recommendations and inspect each proposal. For an analyst or bot, review its purpose and instructions. For a rule, check the trigger, comparisons, values and intended action. If conditions are joined with AND, each one must be satisfied.
Select only the proposals you want to add. The selection summary explains what will be added; Clear removes the current selection before applying.
Apply only the reviewed selection
Apply Selected adds the selected bots and rules to your configuration. It is not just a preview or a report download. Use it only after reviewing the selection.
After applying, open Analysts and Automations to review the created items, targets, recipients and active or draft status. Confirm their configuration before relying on them for future calls.
Interpret the results
Business descriptions, confidence levels, health scores, issues and recommendations are AI inferences from the available sample. Compare them with call transcripts and confirmed business information. A suggested operational or connection issue is not a verified technical diagnosis.
Knowledge Discovery, under Knowledge Bases, is a separate feature that helps prepare business answers from calls and messages. Use AI Discovery Engine for call-analysis and automation recommendations.
Related guides: Call Intelligence · Post-Call Automations.